The Pace of Change Has Never Been Greater & It Will Likely Never Be This Slow Again – Janus Henderson Investors – 8.22.25

Summary:

We believe artificial intelligence (AI) could be the biggest economic multiplier in history…and we’ve been investing accordingly for quite some time. Our analysts are strategic investors with hands-on, deep domain expertise, which we believe gives them an edge in identifying tomorrow’s AI leaders.

AI is a market-shaping force on which advisors can’t afford to lose ground. Learn more about our high-conviction approach from portfolio managers Denny Fish and Brian Recht.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Denny Fish is a Portfolio Manager on the Global Technology and Innovation Team at Janus Henderson Investors, a position he has held since 2016. He also serves as a Research Analyst and leads the firm’s Technology Sector Research Team. Prior to rejoining Janus in 2016, Denny served as a technology equity analyst and co-portfolio manager at RS Investments. From 2007 to 2014, he was an equity research analyst and co-team leader of the Janus technology research sector team. Before he was first employed by Janus in 2007, Denny was director and senior research analyst at JMP Securities covering enterprise software. Earlier in his career, he worked at Oracle Corporation as a technology sales manager.

Denny received his Bachelor of Science degree in civil engineering from the University of Illinois and his MBA from the University of Southern California, Marshall School of Business. He has 21 years of financial industry experience.

Brian Recht is a Portfolio Manager at Janus Henderson Investors. He was an assistant portfolio manager from 2020. Additionally, he serves as a Research Analyst primarily focused on companies in the Communications and Consumer sectors. Prior to joining Janus in 2015 as a research analyst, Brian was an associate consultant with Bain & Co., where he primarily spent time in the private equity group.

Brian received his Bachelor of Arts degree in government from Dartmouth College, where he graduated summa cum laude and Phi Beta Kappa. He earned his MBA from the Stanford Graduate School of Business and his Juris Doctor from Stanford Law School. Brian has 14 years of financial industry experience.

Dan Block is Client Portfolio Manager at Janus Henderson Investors, a position he has held since joining the firm in 2019. He is responsible for delivering equity-based market perspectives and thought leadership and represents equity strategies to clients and prospective clients. From 2011, Dan was senior vice president, client portfolio management at NWQ Investment Management. Prior to that, he was director of traditional investments with Arnerich Massena & Associates from 2005 and vice president, equity research analyst at Highmark Capital Management from 2003. Dan was an equity research associate at Banc of America Securities from 2001. He held portfolio management and research analyst roles at numerous firms from 1995 and began his career as a research analyst at William O’Neil & Company in 1993.

Dan received his Bachelor of Science degree in economics with a minor in finance from the University of Pennsylvania, Wharton School and an MBA from the University of California – Los Angeles, Anderson School of Management. He holds FINRA Series 7 and 63 securities licenses and the Chartered Financial Analyst designation. He has 32 years of financial industry experience.